Odoo CleverReach Connector

by
Odoo

212.51

v 12.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 1283
Technical Name cleverreach
LicenseOPL-1
Websitehttp://www.techloyce.com
Versions 13.0 12.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 1283
Technical Name cleverreach
LicenseOPL-1
Websitehttp://www.techloyce.com
Versions 13.0 12.0 14.0
logo

CleverReach Odoo Connector

Odoo is a fully integrated suite of business modules that encompass the traditional ERP functionality.

Integrate Odoo with CleverReach Connector

Odoo is a fully integrated suite of business modules that encompass the traditional ERP functionality. Odoo CleverReach Connector provides the opportunity to Import Lists, contacts,campaigns and customer response from CleverReach to Odoo and add contacts from Odoo to CleverReach List.


Our Helpfull Links


highlights

Synchronize Contact

Import and export contacts between Odoo and CleverReach.

Synchronize List

Import/Update CleverReach lists to Odoo and add update CleverReach from Odoo.

Import Campaign

Import emails from Import CleverReach Campaign and its statistic to Odoo.

Import Customer Response

Import customer response against each sent campaign from CleverReach to Odoo.

Odoo to CleverReach - Import Operations

  • Import/Update Contacts from CleverReach to Odoo.
  • Import/Update Lists from CleverReach to Odoo.
  • Import/Update Campaigns and its statistic from CleverReach to Odoo.
  • Import customers response against campaign from CleverReach to Odoo.
Synchronize List
Synchronize Campaign
Synchronize Customer Response

ENTERING CLEVERREACH CREDENTIALS IN CLEVERREACH SETTING

  • To enter CleverReach credentials you have to.
  • Go to CleverReach-> Configuration->settings.
  • Username (Username of your CleverReach account) Client Id (In CleverReach go to profile --> account) Password(Password of your CleverReach account)
  • Then save setting. When you click on Save button it will build connection with your CleverReach account

IMPORT OPERATIONS

  • Import/update campaigns from CleverReach to Odoo.
  • Import/update list/contact from CleverReach to Odoo.
  • Import Customer response against campaigns.
  • You can also activate auto scheduler from this view.To activate auto scheduler, you need to check the ettities and auto scheduler option. Then specify the time interval and interval units.

CLEVERREACH CAMPAIGNS DETAILS

  • Go to CleverReach Campaign Tab where you can see each campaign details.

CLEVERREACH LIST DETAILS

  • Go to CleverReach List Tab where you can see each List details.

CREATE/UPDATE CLEVERREACH LIST'S CONTACTS FROM LIST VIEW

  • Go to contacts in Odoo. Open the contact and go to CleverReach Detail tab where you can see Add to Cr List Button. CLick this button and select the list where you want to add.
  • In CleverReach tab, you can also see the details of customer response against campaign.

CleverReach User Guide

CleverReach Product Support

After purchasing our app if you face any issue regarding the functionality and working of our app we are here for you to address your queries. We provide 90 days support to our clients, The support period starts from date of purchase of our app till 90 days period

Our module is compatible with both Odoo Community and Odoo Enterprise.

Upgrades are not free if you require any customization, you can contact us. We offer support for 90 days after purchase. For further information you can read our support policy.

You can contact us to request a customization in the app.

Suggested Products
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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